《大行》瑞银:友邦(01299.HK)目标价微降至102元 内地访港客需求强劲 维持“买入”

阿斯达克财经
Aug 21

瑞银发表报告,总结友邦保险(01299.HK) 上半年业绩简报会重点。投资者高度关注内地访港旅客业务,因自2026年5月底起市场对监管(如837号令、税务)的消息持续。友邦表示,监管框架一直存在,而内地访港旅客需求依然强劲,6月更是上半年内地访港旅客新业务价值增长最强劲的月份。公司强调内地访港旅客需求的结构性驱动因素,包括分散环球投资机会、高质素建议及灵活产品设计。友邦承认香港市场竞争加剧,但继续...

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